Paramount Financial provides investment management services to clients, creating customized portfolios based on their goals, risk tolerance, and time horizon. Paramount offers strategic, tactical, and allocation portfolios. They also offer seminars and workshops to educate the public on investments. For legacy clients only, Paramount manages held away assets through Pontera.
Assets Under Management$22M
Clients92
Advisors2
Avg. per Client$240K
Avg. per Advisor$11M
Fee Structure
Minimum Investment:$50K
Investment management only (planning not offered)
Paramount Financial charges a percentage of your portfolio annually for investment management.
For direct asset management:
- Up to $1,000,000: 1.50% per year
- $1,000,000.01 to $1,100,000: 1.45% per year
- $1,100,000.01 to $1,200,000: 1.40% per year
- $1,200,000.01 to $1,300,000: 1.35% per year
- $1,300,000.01 to $1,400,000: 1.30% per year
- $1,400,000.01 to $1,700,000: 1.25% per year
- $1,700,000.01 to $1,800,000: 1.20% per year
- $1,800,000.01 to $1,900,000: 1.10% per year
- $1,900,000.01 to $2,500,000: 1.00% per year
- $2,500,000.01 to $3,000,000: 0.85% per year
- $3,000,000.01 to $5,000,000: 0.75% per year
- Over $5,000,000: 0.70% per year
For assets held away (legacy clients only), fees are tiered and vary based on the portfolio type (Strategic & Tactical, Allocation, or Preservation).
Loading...